Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : ADC Telecommunications -- Ignore unavailable to you. Want to Upgrade?

To: max power who wrote (1363)	1/5/2001 2:49:23 PM
From: Steven Dopp	Respond to of 1944

And I thought ADCT was cheap when I bought it at $20 last month (sigh). Now I'm tapped out. My SSG says it was cheap then and, unfortunately, getting cheaper.

To: max power who wrote (1363)	1/5/2001 6:06:10 PM
From: OldAIMGuy	Read Replies (1) \| Respond to of 1944

Hi Max, Agreed, That may be my last buy for a long time. Best regards, Tom

To: max power who wrote (1363)	1/9/2001 11:08:22 AM
From: Rainmaker	Read Replies (1) \| Respond to of 1944

Folks, I just got back from CES. In the North Hall, CES featured broadband and the DSL Forum. ADC was prominently displayed along with NT, CSCO, ALA, and several other major league players. They were showing Avidia next to an ALA edge switch. ADCT's marquee was right next to CSCO and ALA. Missing this year (compared to last) were RBAK, WSTL, CMTN, and other smaller DSL plays. Didn't get a chance to attend the DSL vs. cable "debate". IMO after reading the brief/paper, several broadband technologies will ultimately provide this NEEDED service to the consumer - DSL (for urban areas due to necessary distance from the CO); cable (for more rural areas); and satellite (for remote areas - or disgruntled cable users who switch). The new item for satellite was the introduction of the DirectPC by Hughes (GMH - now Boeing) featuring 2-way broadband. The previous generation equipment required an analog (56k) upload. According to Media Metrics and The Gartner Group, approximately 10% of the population has broadband. With what the market will introduce WRT future consumer electronics, I believe the market for broadband equipment will be the next boom - and ADCT carries both DSL and cable stuff! Anyone wanting info on CES can check out: techtv.com